Data Engine
Arm Your Sales, Marketing, and Client Teams with Data Curated with the Power of Data Science. Our competitors don’t have a Data Engine!
The Data Engine makes the most complex investment data accessible and easy to work with throughout every stage of the client lifecycle.
Stream Your Investment Data
With Assette, modern data science and the power of cloud-computing enable you to do all your data work in memory, without loading data to yet another vendor system.
How It Works
The Data Engine sits between your data sources and the tools used to create and review content. It performs the required transformations and calculations to your source data – ensuring only clean, concise, and coherent data is made available to the Authoring Tools.
Common data sources Assette interfaces with:
Assette integrates with a wide range of data sources, whether it’s your own Snowflake instance or through data platforms like BNY Data Vault or State Street Alpha. We support both SQL and non-SQL databases, whether cloud-based or on-premise, and connect directly to accounting, performance, and attribution systems. You can also import Excel and CSV files into Assette to use as data sources.
Qualitative data can be stored in Assette or remain in your existing systems, such as HR applications or DAM systems like Aprimo.
All data – quantitative and qualitative – can be accessed via APIs, SQL, or any protocol supported by your data sources. In short, Assette can handle data from any source using any protocol.
Layers in the Data Engine
There are three layers in the Data Engine. The optional Storage layer stores qualitative data and any quantitative data you want to persist, the Data Blocks layer prepares and calculates, and the Data Objects layer arranges and exposes.
Qualitative Data Storage
The Storage Layer stores data in a modern format so you don’t have to spin up complicated data infrastructure to serve your content needs.
Enter, version and manage qualitative data ranging from your firm, strategies and people to disclosures and rationale in a database specially designed for the investment industry. If you need to persist quantitative data in Assette, store output from any data block as a Data Puddle – a JSON-based file living in secure cloud storage. The Storage Layer is optional – use it if you need it or stream all your data directly from your sources.
Data Blocks
The Data Blocks Layer Virtually Extracts, Loads and Transforms your data so you don’t have to map and load data to vendor data models.
Data blocks enable you to extract data from your sources, load the data into memory and then keep transforming until data is prepared into virtual datasets ready to be shown in your content. Data Blocks are written in Python, letting you use the language of data science to turn your messy data into data ready for client and sales content.
- One data block can be used by many data objects to arrange data in different ways.
Data Objects
The Data Objects Layer Makes Data Marketer-Friendly so marketers can be self-sufficient without needing IT help to customize content.
Data Objects arrange data received from data blocks into marketer-friendly datasets including combining columns and performing arithmetic. Your data analysts or even tech-savvy marketers use a 100% no-code editor to define how datasets produced by data blocks should be arranged to generate content.
- One data object can be used by many content components, including in PPTX, Word, Excel, CSV and HTML.
One Application, Multiple Data Integration Options
It starts with your data. Where you store your data and how much processing you do in Assette is up to you. Based on your data’s readiness for generating content, our three flexible data processing methods provide multiple ways to leverage data in a marketer-friendly manner.
Grab & Show
You have the perfect warehouse – data is scrubbed, transformed, and calculated into reporting datasets. Connect Assette to your warehouse to “grab” these datasets and “show” in your content.
Prepare & Show
Your data is in multiple locations and not yet ready for reporting. Use Assette to “prepare” your data into virtual reporting datasets. Then “show” these datasets in your content.
Store & Show
You need to persist data used in content to avoid routine operations changing that data. Use Assette to “prepare” reporting datasets and “store” securely in the cloud. Then, “grab” these stored datasets and “show” in your content.
No Warehouse? No Problem!
Whether your data is ready or not, Assette lets you automate your content production. Use our powerful data interfacing methods to tap data directly from your accounting and performance systems, a partially built data warehouse, a fully built cloud data platform, or whatever form your data is in.
Still using Excel files?
Use the same attribution, holdings, and other Excel/CSV files you use today as data sources to automate your content.
How the Data Engine Benefits You
Decreasing
implementation time
Other vendors require you to first gather and warehouse your data, and then load the data to their systems. Since the data your IT warehouses seldom fits exact reporting needs, further data work is invariably needed in the vendor system to make data fit output needs. All this takes years and millions of total dollars.
With Assette, you tap into data anywhere it lives and stream that data to content. There is no loading data. You use advanced data science methods to transform and calculate data on-the-fly, and then use no-code editors to further arrange the data to fit content display needs.
Minimizing IT dependence
Since competing systems rely on developers to do all the data work, even small formatting changes or edits to disclosures requires a trip to IT.
With Assette, developers bring data into our software and organize the data into meaningful categories. The rest is 100% no code work. Updating colors, doing arithmetic, or changing a column heading require zero development.
Compounding your
content
With our competitors, you implement a different system for different content, with each software requiring loading data to its data model, using a different set of templating tools and users learning different features.
With Assette, as you automate more content types by adding modules, the additional time to automate new content and train users decreases rapidly. You simply put existing data blocks and data objects to work in new modules and content formats. Best of all, as you add modules, your users are already trained to use Assette.